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"The company said that the industry is experiencing the “most severe imbalance between supply and demand in both DRAM and NAND in the last 13 years.”
Did Micron just pour cold water on the entire semiconductor industry? Cutting 10% of workforce, massive drop in demand, losing money and will...
https://www.wsj.com/articles/intel-near-roughly-6-billion-deal-to-buy-tower-semiconductor-11644876391
Intel Corp. INTC -0.10% is close to a deal to buy Israeli chip company Tower Semiconductor Ltd. TSEM -1.98% for nearly $6 billion, according to people familiar with the matter, in its latest...
TSMC is on a roll if they really start 5nm+ production in Q4.... just in time for new mobile phone launches at CES/WMC.
Supposedly AMD will be a fast follower on this node as well which bodes poorly for Intel's process game.
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Digitimes Article
TSMC to move 5nm Plus process to...
Taiwan Semiconductor Manufacturing Co., TSM 2.32% the world’s largest contract manufacturer of silicon chips, is set to announce plans to build an advanced chip factory in Arizona as U.S. concerns grow about dependence on Asia for the critical technology.
The plans come as the Trump...